See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,926 | $64,707+15.8% | $112,228-33.2% | $68,494+9.4% |
| Participation rate | 92.1% | 67.2%+25.0pp | 75.1%+17.0pp | 67.9%+24.2pp |
| Annual return | -16.06% | -11.40%-4.7pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $923 | $2,746-66.4% | $3,635-74.6% | $2,596-64.5% |
| Participant deferral / active EE | $5,169 | $3,565+45.0% | $4,728+9.3% | $4,027+28.3% |
| Admin fee / account holder | $3,635 | $5,232-30.5% | $6,410-43.3% | $5,403-32.7% |